美国股市周二大幅上扬，三大指数均创下或逼近历史高位。标普500指数上涨1.8%至7,736.52点[2]，道琼斯工业平均指数上涨1.7%或907点至54,085.88点[2]，纳斯达克综合指数上涨2.6%至26,584.99点[2]。受美股上涨提振，澳洲股市期货指向上涨24点或0.3%[1]，澳元升至US70.47¢[1]。
市场上升动力来自多方面因素。标普500指数成分股公司二季度每股收益增长近50%，为2021年以来最大涨幅[1][2]。科技股领涨，其中芯片企业表现突出——英伟达上涨2.6%[2]，博通上涨6.6%[2]，美光科技上涨7.6%[2]。数据分析公司Palantir Technologies因营收增长93%暴涨29.5%，首席执行官Alex Karp将其称为"超乎寻常"的季度表现[2]。重型机械制造商卡特彼勒首次单季销售收入超过200亿美元，股价上涨5.6%[2]。此外，布伦特原油下跌5.3%至每桶79.36美元[2]，缓解了通胀担忧，美债收益率也随之下行——10年期美国国债收益率从周一的4.70%下跌至4.62%[2]。
American equity markets climbed sharply on Tuesday, driven by better-than-expected corporate profits, declining energy prices, and strength in artificial intelligence-related stocks. The S&P 500 index gained 1.9% [1], approaching recent record highs, while the Dow Jones Industrial Average rose 1.9% [1] to reach 54,085.88 [2]. The Nasdaq Composite Index advanced 2.6% [1][2], reaching 26,584.99 points [2]. Australian futures markets pointed to a 0.3% opening gain [1], with the Australian dollar strengthening to US70.47¢ [1].
Earnings momentum proved particularly influential, with S&P 500 companies expecting nearly 50% growth in earnings per share for the second quarter, marking the largest increase since 2021 [1][2]. Data technology company Palantir Technologies became a standout performer, surging 29.5% [1] after CEO Alex Karp reported 93% revenue growth [1], which he characterized as an "otherworldly" quarter [1]. Caterpillar also climbed following its achievement of first-ever single-quarter sales revenue exceeding US$20 billion [1][2]. Semiconductor stocks benefited from sector strength, with Nvidia rising 2.9% [1], Broadcom gaining 7.5% [1], and Micron Technology advancing 8.1% [1].
Oil price declines helped ease inflation concerns across markets. Brent crude fell 5.4% [1] to US$79.25 per barrel [1], while the 10-year US Treasury yield dropped from 4.70% on Monday to 4.63% [1]. The regional Kospi index in South Korea also gained 1.6% [1].